Groups

EndNote provides a number of ways to organise your References into groups. All References is a permanent group. Groups are displayed in the pane on the left side of the main display screen.

Group set - create Groups and sub-Groups of References

Create a group by clicking on Groups > Create Group OR right click in the Groups pane and select Create Group

Create a sub-Group by highlighting the group set name >selectGroups > Create Group OR right click on the group set and select Create Group

You can drag and drop individual references into a custom group

Individual References deleted from a Group will still appear in the All References group. Deleting a Reference from the All References group it will delete all instances of the Reference in your EndNote Library.

Smart Group - automatically adds new references to selected groups using a search criteria

Create a Smart Group, right click on the destination group > select Create Smart Group

Enter a name for your smart group in the search box and enter your search term(s) (it is useful to give your smart group the same name as your search term). Select Create

Your new smart group will appear under the Group Set with the retrieved references

Alternatively, open the Groups menu and select Create Smart Group

To edit the search terms for the Smart Group, right click on the group name in the Groups Pane and select Edit Group. Make your changes and select Save

Smart groups can be distinguished from other groups by the magnifying glass icon next to them.

Filters

When direct export is unavailable, filters can be used to import references into EndNote by converting them into an EndNote compatible format. Extra filters are available to download from the EndNote website.

On the EndNote website select Downloads > Filters

Locate the required filter and click on the Download button

Select Open. The filter file will open in EndNote

In EndNote go to File and choose Save As. At Filter name: remove the word Copy and Save

Close the filter file by clicking on the small black cross or select File > Close Filter

Anyone who has EndNote X8, wherever they are located. All users will have Read-Write access to the entire library, references, attachments, pdf annotations, group sets and groups. There is unlimited storage for file attachments in your EndNote Online library.

You are able to share your references from your Endnote Library with other Endnote users, however Library staff recommend you do not share attachments with other non-ACU Endnote users. Sharing of attachments potentially violates copyright law and licence agreements between the Library and database providers.

How many libraries can I share?

You can share one library from your Mac or Windows desktop with 14 others. The library that you share will also be the library that you can access online at my.endnote.com or on your iPad using the EndNote for iPad app. There is no limit to the number of libraries that can be shared with you by others.

Can I access a shared library from anywhere?

If you are the one who shared the library, you have access to this library on your desktop, online, or on your iPad. If you have been invited to access someone else’s library, you can only access this library from your desktop.

How do I share my library with someone?

Just go to File > Share or select the Share icon and enter the email addresses of people to share with. Invitations will be sent out and must be accepted. Since sharing relies on sync services, all users accessing the library must have an EndNote online account connected with their desktop version of EndNote X8.

What if I no longer want to share my library?

You can easily control access to your library from your desktop version of EndNote X8. Add or remove individual access by going to File > Share.

Sharing or Storing in Cloud Services

Never store an EndNote working library on any cloud service such as Dropbox for sharing, or even for your own use on multiple computers. This will lead to library corruption because of the way cloud services synchronise files over the internet.

Also, never store a working library on a flash drive. When you are working in EndNote, it is saving data to multiple files, and the data must be saved in a set sequence. When cloud services transfer that data, they may change the sequence of file saves. This eventually leads to library corruption. The library may appear to be fine for days, weeks, or even months, but will eventually be corrupted.